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BLBB ADVISORS
103 Montgomery Avenue
Montgomeryville, Pennsylvania 18936
Tel: 215-643-9100
About BLBB ADVISORS
BLBB ADVISORS, formally registered with the SEC as BLBB ADVISORS. The firm was established in 03/08/2006. They have over 1 offices throughout the country.
BLBB ADVISORS is a Montgomeryville, Pennsylvania based Financial Planning firm with nearly $2,298,183,437 assets under management, offering retirement planning & investment advisory services to 3131 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139096 |
| SEC# | 801-65840 |
| Assets Managed by Firm | $2,298,183,437 |
| No. of Clients | 3131 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3131 | $2,298,183,437 |
| Individuals (other than high net worth individuals) | 715 | $205,492,329 |
| High net worth individuals | 518 | $1,648,393,055 |
| Pension and profit sharing plans | 48 | $145,671,628 |
| Charitable organizations | 41 | $217,161,944 |
| Corporations or other businesses | 15 | $81,464,481 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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